Ronald Robert Oldano

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Wesley Chapel, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wesley Chapel, FL

Other Businesses

Real Estate Ownership; Single Family; 1 Beach Drive, unit 1510, , St Petersburg, FL, 33701; Not Investment-Related; 05/01/2018 / Single Family; 737 Pinnellas Bayway South, , Unit 111, FL, 33712; Investment-Related; 01/15/2001. Independent Insurance Brokering; Allianz; 02/28/2013; / Met Life; 01/15/2015; . Board of Directors; Rotary Club of Wesley Chapel Fund, Inc; Alternative Sergeant-of-Arms; 2653 Bruce B Downs Blvd, Suite 108A, , Wesley Chapel, FL, 33544; Not Investment-Related; 06/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-15

Designations

• Certified Financial Planner